Landmark Wealth Management (New York)’s Southern Company SO Stock Holding History

Landmark Wealth Management (New York)’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$576K	Buy	+5,972	New	+$552K	0.15%	102
2022 Q2	–	Sell	-250	Closed	-$250	–	157
2022 Q1	$250	Buy	+250	New	+$16.9K	﹤0.01%	174

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Landmark Wealth Management (New York)'s SO Position: Q1 2026 in Review

Landmark Wealth Management (New York) opened a new position in Southern Company (SO) in Q1 2026: 5,972 shares worth $576K. The stake represents 0.15% of the portfolio and ranks #102 among its holdings. This is a return to the name: Landmark Wealth Management (New York) previously reported a position in SO as recently as Q1 2022.

Landmark Wealth Management (New York) first reported a position in SO in Q1 2022 and has held it in 2 quarters since. 2,348 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Landmark Wealth Management (New York) held 5,972 shares of Southern Company worth $576K as of Q1 2026.
Southern Company was a new Landmark Wealth Management (New York) position in Q1 2026.
Southern Company made up 0.15% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #102 holding.
Landmark Wealth Management (New York) first reported a position in Southern Company in Q1 2022 and has held it in 2 quarters since.
2,348 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.